Amount-Based Rules

Configure approval routing based on invoice amounts. This is the most common type of Approval Rule.

Creating an amount-based rule

Navigate to Settings > Approval Rules
Click New Approval Rule
Configure the rule:

Field	Description	Example
Rule Name	Descriptive name	High Value Invoices
Priority	Evaluation order (lower = first)	10
Legal Entity	Apply to specific entity or all	All
Condition Type	Select “Amount”	Amount
Operator	Comparison operator	Greater Than
Amount	Threshold value	10000
Currency	Threshold currency	CHF
Approver	User to route to	finance.director@company.com

Click Save

Example: Three-tier approval

┌────────────────────────────────────────────────────────┐
│                  Amount-Based Routing                   │
├────────────────┬─────────────┬─────────────────────────┤
│ Amount Range   │ Priority    │ Approver                │
├────────────────┼─────────────┼─────────────────────────┤
│ > CHF 50,000   │ 10          │ CFO                     │
│ > CHF 10,000   │ 20          │ Finance Director        │
│ > CHF 1,000    │ 30          │ Finance Manager         │
│ (default)      │ 100         │ AP Supervisor           │
└────────────────┴─────────────┴─────────────────────────┘

Configuration

Rule 1: CFO Approval

Priority: 10
Condition: Amount > 50,000 CHF
Approver: CFO

Rule 2: Finance Director

Priority: 20
Condition: Amount > 10,000 CHF
Approver: Finance Director

Rule 3: Finance Manager

Priority: 30
Condition: Amount > 1,000 CHF
Approver: Finance Manager

Default Approver (in Tapr Settings):

Approver: AP Supervisor

Currency handling

Amount rules support multi-currency comparison:

Amounts are converted to the rule’s currency for comparison
Exchange rates from Legal Entity settings are used
Conversion happens at time of submission

Example: An invoice for EUR 9,000 would be evaluated against a CHF 10,000 threshold using the configured EUR/CHF rate.

Combining with other rules

Amount rules can be combined with Vendor or PO rules:

Priority 10: Strategic Vendor AND Amount > 50,000 → CEO
Priority 20: Amount > 50,000 → CFO
Priority 30: Strategic Vendor → Procurement Director
Priority 40: Amount > 10,000 → Finance Director
Default: AP Supervisor

Best practices

Use clear naming: “High Value > 50K” instead of “Rule 1”
Leave gaps in priorities: Use 10, 20, 30 instead of 1, 2, 3
Test with sample invoices: Verify routing before going live
Document thresholds: Keep a reference of your approval matrix
Review quarterly: Adjust thresholds as business needs change